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Bega Cheese
BGA
Bega Cheese
Rising Plant-Based Adoption Will Undermine Core Dairy Fundamentals
AN
AnalystLowTarget
Not Invested
Consensus Narrative from 10 Analysts
Published
28 Jul 25
Updated
10 Aug 25
0
Set Fair Value
0
votes
Share
AnalystLowTarget
's Fair Value
AU$4.53
16.4% overvalued
intrinsic discount
10 Aug
AU$5.28
Loading
1Y
24.8%
7D
2.1%
Author's Valuation
AU$4.5
16.4% overvalued
intrinsic discount
AnalystLowTarget Fair Value
View Valuation
Narrative
Updates
0
Valuator
Company Info
Notes
AnalystLowTarget Fair Value
AU$4.5
16.4% overvalued
intrinsic discount
Future estimation in
3 Years
time period
Past
Future
-230m
4b
2014
2017
2020
2023
2025
2026
2028
Revenue AU$3.8b
Earnings AU$84.4m
Revenue
Profit Margin
Future PE
Revenue
% p.a.
0
Decrease
Increase
Current revenue growth rate
4.02%
Food revenue growth rate
2.54%
Other Inputs & Calculation
Risk Level (Discount Rate)
Our default considers factors like the company's size, volatility, profitablity and country of operation.
Risk Level (Discount Rate)
%
0
Decrease
Increase
Current discount rate
6.48%
Calculation
AU$84.37m
Earnings '28
x
19.79x
PE Ratio '28
=
AU$1.67b
Market Cap '28
AU$1.67b
Market Cap '28
/
305.53m
No. shares '28
=
AU$5.47
Share Price '28
AU$5.47
Share Price '28
Discounted to 2025 @ 6.48% p.a.
=
AU$4.53
Fair Value '25